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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
376
Cullen/Frost Bankers
Texas
$40.6K +$11.4K +56 +41%
BWA
377
Basecamp Wealth Advisors
Washington
$40K +$38.9K +191 New
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$37.7K +$7.53K +37 +26%
PFBT
379
Parkside Financial Bank & Trust
Missouri
$35.8K +$2.65K +13 +8%
PTC
380
Private Trust Company
Ohio
$34.5K +$2.65K +13 +9%
CPG
381
Cornerstone Planning Group
New Jersey
$32.7K -$80.4K -395 -76%
Twin Tree Management
382
Twin Tree Management
Texas
$32K +$31.1K +153 New
AIC
383
Archer Investment Corporation
Indiana
$31.4K
WOSD
384
WFA of San Diego
California
$29.3K
PWM
385
Proathlete Wealth Management
Florida
$28.8K
BC
386
Bayforest Capital
United Kingdom
$28.7K +$27.9K +137 New
KAS
387
Kemnay Advisory Services
New York
$25.3K +$24.6K +121 New
SIS
388
Sound Income Strategies
Florida
$24.1K +$19.3K +95 New
NS
389
NBC Securities
Alabama
$22.8K +$22.2K +109 New
A
390
AlphaQuest
New York
$21.8K -$160K -786 -88%
LFG
391
Larson Financial Group
Missouri
$21.1K +$2.44K +12 +13%
GRP
392
Global Retirement Partners
California
$19.3K +$3.26K +16 +21%
BFS
393
Bare Financial Services
Pennsylvania
$18.8K +$814 +4 +5%
EC
394
Elequin Capital
New York
$18.4K +$17.9K +88 New
C
395
Covestor
United Kingdom
$18K
MEG
396
Millstone Evans Group
Colorado
$17.8K
RFP
397
Root Financial Partners
California
$17K +$407 +2 +3%
Mitsubishi UFJ Asset Management
398
Mitsubishi UFJ Asset Management
Japan
$16K
RDFA
399
Ritter Daniher Financial Advisory
Ohio
$15.7K +$15.3K +75 New
TWD
400
True Wealth Design
Ohio
$15.1K